# ![@STL_Biotech Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::930174387663273984.png) @STL_Biotech STL Biotech

STL Biotech posts on X about $pfe, $vktx, $gh, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::930174387663273984/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::930174387663273984/c:line/m:interactions.svg)

- [--] Week [-----] +19%
- [--] Month [------] -44%
- [--] Months [-------] +261%
- [--] Year [-------] +5%

### Mentions: [--] [#](/creator/twitter::930174387663273984/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::930174387663273984/c:line/m:posts_active.svg)

- [--] Months [--] +28%
- [--] Year [--] -30%

### Followers: [-----] [#](/creator/twitter::930174387663273984/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::930174387663273984/c:line/m:followers.svg)

- [--] Week [-----] +0.44%
- [--] Month [-----] +0.96%
- [--] Months [-----] +5.60%
- [--] Year [-----] +11%

### CreatorRank: [---------] [#](/creator/twitter::930174387663273984/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::930174387663273984/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [social networks](/list/social-networks) 

**Social topic influence**
[$pfe](/topic/$pfe), [$vktx](/topic/$vktx), [$gh](/topic/$gh) #8, [in the](/topic/in-the), [$prta](/topic/$prta), [$rvmd](/topic/$rvmd) #9, [$rigl](/topic/$rigl) #7, [$lnth](/topic/$lnth) #2, [$silk](/topic/$silk), [$tyra](/topic/$tyra) #6

**Top accounts mentioned or mentioned by**
[@biohazard3737](/creator/undefined) [@avidresearch](/creator/undefined) [@monacobiotech](/creator/undefined) [@applehelix](/creator/undefined) [@drugsmolecules](/creator/undefined) [@adar170](/creator/undefined) [@bananaoncology](/creator/undefined) [@jfais20](/creator/undefined) [@wsj](/creator/undefined) [@sanctuarybio](/creator/undefined) [@brendan49](/creator/undefined) [@pharmdca](/creator/undefined) [@saltadogato](/creator/undefined) [@sharkbiotech](/creator/undefined) [@bluthcapital](/creator/undefined) [@bigpharmaguy](/creator/undefined) [@amaymd](/creator/undefined) [@jeromeleonard5](/creator/undefined) [@plainyogurt21](/creator/undefined) [@adamfeuerstein](/creator/undefined)

**Top assets mentioned**
[Pfizer, Inc. (PFE)](/topic/$pfe) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Prothena Corporation plc Ordinary Shares (PRTA)](/topic/$prta) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [Lantheus Holdings, Inc (LNTH)](/topic/$lnth) [SILK (SILK)](/topic/$silk) [Tyra Biosciences, Inc. (TYRA)](/topic/$tyra) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Arvinas, Inc (ARVN)](/topic/$arvn) [Keros Therapeutics, Inc. (KROS)](/topic/$kros) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [ShockWave Medical, Inc. (SWAV)](/topic/$swav) [Eli Lilly and Company (LLY)](/topic/$lly) [Alpine Immune Sciences, Inc. Common Stock (ALPN)](/topic/$alpn) [Novartis AG (NVS)](/topic/$nvs) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Elevation Oncology, Inc.  (ELEV)](/topic/$elev) [Novo-Nordisk (NVO)](/topic/$nvo) [uniQure N.V. (QURE)](/topic/$qure) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Amgen, Inc. (AMGN)](/topic/$amgn) [Biogen Inc (BIIB)](/topic/$biib) [Immunogen Inc (IMGN)](/topic/$imgn) [IDEAYA Biosciences, Inc. Common Stock (IDYA)](/topic/$idya) [AbbVie Inc (ABBV)](/topic/$abbv) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [ARS Pharmaceuticals, Inc. (SPRY)](/topic/$spry) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Janux Therapeutics, Inc. (JANX)](/topic/$janx) [AstraZeneca PLC (AZN)](/topic/$azn) [ADC Therapeutics SA (ADCT)](/topic/$adct) [Allora (ALLO)](/topic/$allo) [Exact Sciences Corp (EXAS)](/topic/$exas) [Mirati Therapeutics, Inc. Common Stock (MRTX)](/topic/$mrtx) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Array Technologies, Inc. (ARRY)](/topic/$arry) [Alnylam Pharmaceuticals, Inc. (ALNY)](/topic/$alny) [Seagen Inc (SGEN)](/topic/$sgen) [Incyte Corporation (INCY)](/topic/$incy) [Johnson & Johnson (JNJ)](/topic/$jnj) [Bluefin (BLUE)](/topic/$blue) [Sanofi (SNY)](/topic/sanofi) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"2024 current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX"  
[X Link](https://x.com/anyuser/status/1758553282580988162)  2024-02-16T18:05Z [----] followers, 20.9K engagements


"Oral GLP-1 agonist will be a blockbuster $NVO $EMIS https://twitter.com/CaesarBiotech/status/1009525878890647552 https://twitter.com/CaesarBiotech/status/1009525878890647552"  
[X Link](https://x.com/STL_Biotech/status/1009569135657914368)  2018-06-20T22:50Z [----] followers, [--] engagements


"Excellent summary of CAR-T and BiTE. $AMGN $CELG $GILD $NVS $BLCM $CLLS $CYAD https://www.immuno-oncologyresearchtrends.com/home/2018/7/21/cancer-re-direction-and-t-cell-therapies-cars-vs-bites-or-tcr-and-immtacs https://www.immuno-oncologyresearchtrends.com/home/2018/7/21/cancer-re-direction-and-t-cell-therapies-cars-vs-bites-or-tcr-and-immtacs"  
[X Link](https://x.com/STL_Biotech/status/1024264191283265536)  2018-07-31T12:03Z [----] followers, [--] engagements


""Peptides occupy a kind of Goldilocks space between small chemicals and large biologics" $POLN $ALRN $APLS https://www.nature.com/articles/nrd.2018.125 https://www.nature.com/articles/nrd.2018.125"  
[X Link](https://x.com/STL_Biotech/status/1025467188101218304)  2018-08-03T19:43Z [----] followers, [--] engagements


"This is a big deal. From $CVS "Current and New Approaches to Making Drugs More Affordable" will allow clients to exclude drugs that cost more than 100k per QALY. Will probably set a new industry standard. Break through designated drugs excluded for now"  
[X Link](https://x.com/STL_Biotech/status/1029358889551192064)  2018-08-14T13:27Z [----] followers, [--] engagements


"$IONS Ionis has proven tech strong partnerships and is going after well studied targets (HTTSOD1ApoB-100APOCIIITAU). Market taking notice. Chart vs broader biotech sector"  
[X Link](https://x.com/STL_Biotech/status/1066080388362240000)  2018-11-23T21:25Z [----] followers, [--] engagements


"Heart disease number one killer worldwide. ApoC3 arguably most important dyslipidaemia target in human research. $NVO to target with antibody challenging antisense players $IONS $AKCA $NVS $PFE $WVE $ARWR http://www.evaluate.com/vantage/articles/news/deals/novo-sets-antisense-challenge-staten-deal http://www.evaluate.com/vantage/articles/news/deals/novo-sets-antisense-challenge-staten-deal"  
[X Link](https://x.com/STL_Biotech/status/1078356630654410752)  2018-12-27T18:27Z [----] followers, [--] engagements


"Recent review in Nature of Adeno-associated virus vectors for gene delivery. Useful for those following $ONCE takeout and other names in the space $PFE $QURE $SGMO $BMRN $BOLD $VYGR https://www.nature.com/articles/s41573-019-0012-9 https://www.nature.com/articles/s41573-019-0012-9"  
[X Link](https://x.com/STL_Biotech/status/1100175369775312896)  2019-02-25T23:27Z [----] followers, [--] engagements


"Micheal Yee latest update notes $GILD $AMGN $CELG $BMY $BIIB $FGEN Interesting point made on $AMRN Link courtesy of @_B_I_O_T_E_C_H_ https://players.brightcove.net/4090876629001/fcd5f076-d9df-4440-8250-001b4937e064_default/index.htmlvideoId=6014030919001 https://players.brightcove.net/4090876629001/fcd5f076-d9df-4440-8250-001b4937e064_default/index.htmlvideoId=6014030919001"  
[X Link](https://x.com/STL_Biotech/status/1106743850868113408)  2019-03-16T02:27Z [----] followers, [--] engagements


"Helpful paper to get up to speed on RNAi mechanics. $ALNY $ARWR $DRNA $IONS https://www.nature.com/articles/s41573-019-0017-4 https://www.nature.com/articles/s41573-019-0017-4"  
[X Link](https://x.com/anyuser/status/1121046524513935360)  2019-04-24T13:41Z [----] followers, [--] engagements


"There was no expectation of a $GILD selonsertib succes after STELLAR-4 in Feb. But placebo better and a reverse dose response Shows how poorly NASH is understood and weak preclinical models. Reminder $MGDL $VKTX have novel drugs that work"  
[X Link](https://x.com/STL_Biotech/status/1121390113479626754)  2019-04-25T12:26Z [----] followers, [--] engagements


"Watchlist ideas for 2H19. No positions. $ARVN $AUPH $BPMC $MYOV $BGNE $SGEN $INCY $AMGN $MRTI"  
[X Link](https://x.com/STL_Biotech/status/1141325478319591425)  2019-06-19T12:42Z [----] followers, [--] engagements


"$SGMO up nearly 30% in the last month moving into HemA update Friday. While in vivo editing updates have typically been huge disappointments for shareholders Their last HemA gene tx update showed their $PFE partnered Tx may be best of the bunch"  
[X Link](https://x.com/STL_Biotech/status/1146444837333458944)  2019-07-03T15:45Z [----] followers, [--] engagements


"I hope someone way better at statistics than me can explain how $LLY $PFE $JNJ Genentech $RHHBY and $BIIB Biogen's own futility analysis 'missed' Amyloid Beta mAb activity until now. In shocking reversal Biogen $BIIB to submit experimental Alzheimers drug for approval https://t.co/ydMxdVNyvh via @matthewherper In shocking reversal Biogen $BIIB to submit experimental Alzheimers drug for approval https://t.co/ydMxdVNyvh via @matthewherper"  
[X Link](https://x.com/STL_Biotech/status/1186606628021383173)  2019-10-22T11:34Z [----] followers, [--] engagements


"Health insurers up bigly. No one ever thought Biden would be reforming healthcare. $CNC $AMTM $CI $UNH"  
[X Link](https://x.com/STL_Biotech/status/1235211036875198465)  2020-03-04T14:30Z [----] followers, [--] engagements


"Current portfolio: $FGEN $ARWR $ARNA $TPTX $GH $MYOK $MYOV $TRIL $APTO $VKTX $GRTX $HCM $QURE $IONS $SGMO $GILD $PFE $NVS $RHHBY"  
[X Link](https://x.com/anyuser/status/1309628824573935620)  2020-09-25T23:00Z [----] followers, [--] engagements


"Interesting: $PRTA Roche moving forward W/ mAb for PD. Co shares 30% in costs and profits $GBT: Sales better than I'd expected to be honest EV down to 2B $AUPH down another buck following DED failure $QURE Platform validated by CSL flush with cash big projects in the pipe"  
[X Link](https://x.com/STL_Biotech/status/1324704882524389379)  2020-11-06T13:27Z [----] followers, [--] engagements


"$ATNX oraxol PDUFA Feb '21 $VKTX Oral NASH drug that works could gain indications as broader cardio-metabolic drug. $KPTI new indication stock down $FGEN idea of $AZN taking over more reasonable after $NVO - $EMIS $MYOV I think they have a 1B+/yr drug co on sale for 1.4B"  
[X Link](https://x.com/STL_Biotech/status/1324704883858169858)  2020-11-06T13:27Z [----] followers, [--] engagements


"$OAC Took HIMS/HERS for a test drive. Made accounts filled out questionnaires for birth control and ED drugs played around with the psych stuff. Quick simple painless. Thoughts:"  
[X Link](https://x.com/STL_Biotech/status/1347245243029204994)  2021-01-07T18:14Z [----] followers, [--] engagements


"@brendan_49 @JamesEKrause For me savy on the topic of oral vs injection and metabolic dz would have ment listening to @CaesarBiotech and getting large in Emisphere $EMIS"  
[X Link](https://x.com/STL_Biotech/status/1349002112190066688)  2021-01-12T14:35Z [----] followers, [--] engagements


"Nature Rev Drug Disc had a nice review on RIPK1 over the summer for those following $RIGL and the $LLY deal. https://www.nature.com/articles/s41573-020-0071-y https://www.nature.com/articles/s41573-020-0071-y"  
[X Link](https://x.com/STL_Biotech/status/1364241429040627714)  2021-02-23T15:51Z [----] followers, [--] engagements


"$RIGL Rigel has an approved drug with a ph3 study for a second indication underway a $950m deal w/ $LLY for RIPK1 and an IRAK4 molecule. Including the upfront from Lilly the EV is under 500m"  
[X Link](https://x.com/STL_Biotech/status/1377578624367390723)  2021-04-01T11:08Z [----] followers, [--] engagements


"@Pharmdca You are getting Stemline $STML vibes on this one arent you"  
[X Link](https://x.com/STL_Biotech/status/1397241236403130368)  2021-05-25T17:20Z [----] followers, [--] engagements


"Never understood the handful of specialist healthcare funds holding $BMYRT. Lets be honest Bristol mgmt was the 'smart money' Bristol Myers engaged in "blatant misconduct" and "mishandled inspections" that saved it $6.4 billion in payments to investors according to a new lawsuit from former Celgene shareholders. https://t.co/FLM3e4MGp6 Bristol Myers engaged in "blatant misconduct" and "mishandled inspections" that saved it $6.4 billion in payments to investors according to a new lawsuit from former Celgene shareholders. https://t.co/FLM3e4MGp6"  
[X Link](https://x.com/STL_Biotech/status/1400533269821657091)  2021-06-03T19:22Z [----] followers, [--] engagements


"I guess a quantitative value strategy can work in biotech. $BIIB the top holding in @Greenbackd 's Acquirers Fund $ZIG. Same strategy would have likely had you in Celgene into Bristol take-out"  
[X Link](https://x.com/STL_Biotech/status/1402048941512921094)  2021-06-07T23:44Z [----] followers, [--] engagements


"Part of my job is talking with patients and reviewing their meds for admission. Anecdotally I dont know that I've ever seen faster product adoption AND patient satisfaction than with Freestyle Libre [--]. $ABT $DXCM"  
[X Link](https://x.com/anyuser/status/1406612276581474305)  2021-06-20T13:57Z [----] followers, [--] engagements


"Revisiting my favorite screen half way through '21: Commercial cos w/ marginal drugs are lower $KPTI $AUPH $GBT Late stage blow ups: $FGEN $GLPG $ATNX Taken out: $CNST $GWPH (100%) $MYOV gets a deal up 50% $PRTA a huge winner 4X"  
[X Link](https://x.com/STL_Biotech/status/1408101288680869889)  2021-06-24T16:34Z [----] followers, [--] engagements


"Helping out in the IV room today its [----] and I've already made more of this than at any other point in the pandemic. Rough fall ahead for the US. ( and another good q for $GILD )"  
[X Link](https://x.com/anyuser/status/1425118368668033026)  2021-08-10T15:34Z [----] followers, [--] engagements


"$HIMS up 10+% AH Expecting FY '21 revenue of 250mm EV around 1.2-1.3B SP under the $10 SPAC I like this one"  
[X Link](https://x.com/STL_Biotech/status/1425555832134066187)  2021-08-11T20:32Z [----] followers, [--] engagements


"DLBCL is crowded and full of innovation. Putting together the efficacy niche/strategy AND valuation of the company which regimen/modality is the best investment Tafastimab $INCY Loncastuximab tesirine $ADCT CD3 x CD20mabs $IGMS $RGEN Allo CAR-T $ALLO Tafa + Len Lonca Allo CAR-T CD3 x CD20 Tafa + Len Lonca Allo CAR-T CD3 x CD20"  
[X Link](https://x.com/STL_Biotech/status/1465729894403432454)  2021-11-30T17:10Z [----] followers, [--] engagements


"$DAWN strong offering. Market still knows good data when it sees it"  
[X Link](https://x.com/STL_Biotech/status/1537068411104157696)  2022-06-15T13:44Z [----] followers, [--] engagements


"Where is $BEAM in 2-3 years Which story arc does it follow A. Game-changer innovation acquired al la KITE or AVXS B. Marketable product and a stacked pipeline a la $ALNY C. Cash running out cutting pipeline a la $FATE D. Slow death $SGMO $BLUE A. B. D. C. A. B. D. C"  
[X Link](https://x.com/STL_Biotech/status/1612479499047931906)  2023-01-09T16:00Z [----] followers, [----] engagements


"$EXAS Exact sciences up 90% in [--] days. Might have been the baby thrown out in the $ARKG bathwater"  
[X Link](https://x.com/STL_Biotech/status/1613188785738743814)  2023-01-11T14:59Z [----] followers, [----] engagements


"$HIMS This is gradeA yogababble nonsense and I'm long"  
[X Link](https://x.com/STL_Biotech/status/1620532168387878914)  2023-01-31T21:19Z [----] followers, [----] engagements


"I regularly take medication histories in the ER for hospital admissions. Never in my life have I seen a drug ramp as hard as Ozempic. Probably every other patient I talk to is on it. Mind boggling. $NVO"  
[X Link](https://x.com/anyuser/status/1627702136275435521)  2023-02-20T16:10Z [----] followers, 78.3K engagements


"Me and the $SGEN shares I bought at [---] for a 15% premium really hope this $HZNP news is rumor"  
[X Link](https://x.com/STL_Biotech/status/1658255914892132352)  2023-05-15T23:39Z [----] followers, [--] engagements


"@AlpBugraBasat I actually agree with the cardiac safety argument against ETAs in igan. All it takes is spending an hour on the SONAR study in DKD that $ABBV abandoned despite enrichment/run in strategy to come away with that conclusion"  
[X Link](https://x.com/STL_Biotech/status/1658497817906671616)  2023-05-16T15:41Z [----] followers, [--] engagements


"$RIGL I know this thing is a penny stock so +20% days don't really mean anything but Rigel does have two products on market was trading 2x sales last week and has a $LLY partnered I&I drug going to ph2 this Q"  
[X Link](https://x.com/STL_Biotech/status/1658866337953849344)  2023-05-17T16:05Z [----] followers, [--] engagements


"I'm interested to see more post-market data on risk of SBO/volvulus in patients on GLP-1. Anecdotally I feel like I've been seeing this more lately and also potentially more frequently with oral (rybelsus) than inj. Might be a real risk $LLY $VKTX"  
[X Link](https://x.com/STL_Biotech/status/1674083238334324737)  2023-06-28T15:56Z [----] followers, [----] engagements


"$SPRY ARS pharmaceuticals ownership is pretty wild"  
[X Link](https://x.com/STL_Biotech/status/1678339840247582720)  2023-07-10T09:46Z [----] followers, [----] engagements


"Across Arvina's [----] and [----] Ph1/2 trials less than half of patients w/ an LBD mutation obtain a PSA50 response. Then less than half of PSA50 responders saw a PR. That meant a single digit ORR in all-comers What is the hope in the genetically defined pop 20-25%"  
[X Link](https://x.com/STL_Biotech/status/1678691779686670338)  2023-07-11T09:12Z [----] followers, [---] engagements


"As for ARV-766 going straight to 1L HSPC the strategy makes sense to get ahead of escape mutations. Company emphasizes NHAs moving earlier and earlier But will the drug really differentiate itself from the other NHAs here"  
[X Link](https://x.com/STL_Biotech/status/1678691781951594498)  2023-07-11T09:12Z [----] followers, [---] engagements


"$MRTX One of the few names I've been buying in size this year. I think a deal gets done whether it be Sanofi or not"  
[X Link](https://x.com/anyuser/status/1710304242395664749)  2023-10-06T14:41Z [----] followers, [----] engagements


"@garyDpeksa Hard to say if it will go through or at what price but bloomberg reporting yesterday that Sanofi had been at the table with them"  
[X Link](https://x.com/STL_Biotech/status/1710322802996261365)  2023-10-06T15:55Z [----] followers, [--] engagements


"The next $AMGN v $MRTX/BMY saga has officially begun. Mono activity across tumor types (including some not seen Mirati set) Looks durable/tolerable"  
[X Link](https://x.com/STL_Biotech/status/1712863476631085381)  2023-10-13T16:10Z [----] followers, [----] engagements


"@GavinSBaker What's the most ridiculous Dialysis $DVA CPGs like $HSY $PEP fatty liver cos $MDGL $VKTX"  
[X Link](https://x.com/STL_Biotech/status/1713932133478068691)  2023-10-16T14:57Z [----] followers, [----] engagements


"@Frank_S_David @adamfeuerstein I think these guys are about the best suited around to deploy capital efficiency. Might have to tweak the model but comes at a good time with so many companies trading negative EVs plenty of worthwhile assets they could pick up cheap"  
[X Link](https://x.com/STL_Biotech/status/1716618172701265930)  2023-10-24T00:50Z [----] followers, [---] engagements


"@buysidebio A DAR of [--] doesnt make sense to me when other MMAF drugs have used [--] and general trend is higher = better. Plus stable link. These guys optimizing for no bystander effect at all in metastatic likely heterogenous dz while Pluvicto is nuking the whole tumor/micro mets"  
[X Link](https://x.com/STL_Biotech/status/1729511926739181964)  2023-11-28T14:45Z [----] followers, [---] engagements


"Tweeted quite a bit on IMGN still one of my larger positions. Trimmed by almost half last summer when it [--] though this deal value is 🤯. Thought it would for 5-6B"  
[X Link](https://x.com/STL_Biotech/status/1730223738539343894)  2023-11-30T13:54Z [----] followers, [----] engagements


"Most suprising things about pharma M&A this year: [--]. The valuations despite lousy market. $IMGN fetching 10B Bristol TRYING to pay up massively for $MRTX (lol) and [--]. The obviousness of these deals. Immunogen and Mirati on every single top10 take out list. Very consensus"  
[X Link](https://x.com/anyuser/status/1730224713593430095)  2023-11-30T13:58Z [----] followers, [----] engagements


"@jfais20 Congrats Jonathan"  
[X Link](https://x.com/STL_Biotech/status/1730228667266056685)  2023-11-30T14:13Z [----] followers, [---] engagements


"Watch list / homework list. If you love or hate something please drop me a line. Neuro/Rare: $ROIV $PRTA $BHVN GI/Rena/I&I: $ALPN Card-Pulm: $KROS $VRNA Metabolic: $MDGL Oncology: $RVMD $BCYC $TYRA $HARP $ALLO $ELEV Med-Tech: $SILK $LTNH $PROF $SWAV RNAI/GeneTx: $IONS"  
[X Link](https://x.com/anyuser/status/1730265321565573185)  2023-11-30T16:39Z [----] followers, 10K engagements


"@ShibleyTelhami @mehdirhasan Dissappointing to see many on the left being so crude talking down to Muslim Americans and young liberals. The human rights violations are reported by credible sources like WHO UNRWA Amnesty. A protest vote has always been a valid form of political expression in a democracy"  
[X Link](https://x.com/STL_Biotech/status/1731049312233107875)  2023-12-02T20:34Z [----] followers, [--] engagements


"Sorry not biotech but really interesting read. Airline journalist David Slotnick live tweeting closing arguments for $SAVE - $JBLU trial. 100+% spread. Unprofitable company. An industry with constant bankruptcies and history of growth by acquisition. Maybe it is biotech-ish"  
[X Link](https://x.com/STL_Biotech/status/1732080615476883882)  2023-12-05T16:52Z [----] followers, [----] engagements


"ENHANCE trial authors do address these points in the discussion section. Might be good enough for FDA but probably not good enough for significant uptake"  
[X Link](https://x.com/STL_Biotech/status/1734971691200020783)  2023-12-13T16:21Z [----] followers, [---] engagements


"Perhaps the best comp would be revefenacin (Yupelri) approved in mod-severe COPD on two [--] week FEV1 ph3 (and a [--] week safety study) with similar rates of background tx. But this drug has a niche as a LAMA option for patients needing a nebulized Tx. Does about 200mm if I recall"  
[X Link](https://x.com/STL_Biotech/status/1734971693452361777)  2023-12-13T16:21Z [----] followers, [---] engagements


"Feels like $MRK getting a really good price here for $HARP. Bet they pushed to get it done by JPM Could someone else come in"  
[X Link](https://x.com/anyuser/status/1744371746575200337)  2024-01-08T14:53Z [--] followers, [----] engagements


"@monaco_biotech Yeah its having more of these as of late which isnt great. And I don't like the Reuters story they are trying to find a buyer. But I'll take $30/sh all day"  
[X Link](https://x.com/STL_Biotech/status/1744770068557303860)  2024-01-09T17:16Z [----] followers, [---] engagements


"If $CYTK 's mavacamten v2 really goes then so does $KROS 's luspatercept v2 and sotatercept v2 right"  
[X Link](https://x.com/anyuser/status/1744774559864177125)  2024-01-09T17:34Z [----] followers, [----] engagements


"@Dre_pharmd @Tribidibidy @dipayan_c @SCCM @CritCareMed @MayoPCCM wink twice if you are telling me not to infuse the hydrocortisone over [--] hours"  
[X Link](https://x.com/STL_Biotech/status/1748755565235274049)  2024-01-20T17:13Z [----] followers, [---] engagements


"$BHVN $KROS mentioned in WSJ Heard on the Street: Companies are investigating ways to prevent people from losing muscle when on popular weight-loss drugs like Wegovy and Zepbound via @WSJ"  
[X Link](https://x.com/STL_Biotech/status/1749854150009983390)  2024-01-23T17:58Z [----] followers, [---] engagements


"@Biohazard3737 I know the demographics story isn't a new one but this WSJ piece really is mind blowing. The numbers get really bleak really fast"  
[X Link](https://x.com/STL_Biotech/status/1754334792961675479)  2024-02-05T02:43Z [----] followers, [----] engagements


"@RNAiAnalyst I suspect that would not matter the delayed gastric emptying that causes the nausea (and abdominal fullness) is likely also driving a majority of the weight loss and I don't believe that is a local effect"  
[X Link](https://x.com/STL_Biotech/status/1756381704636260545)  2024-02-10T18:16Z [----] followers, [---] engagements


"Already hearing our neuro docs tone change from: "yeah I read the NYT Aduhelm piece we will NOT be offering this drug" [---] yrs ago -to- "Our group is looking into getting something set up for these mabs""  
[X Link](https://x.com/STL_Biotech/status/1757831209353183547)  2024-02-14T18:16Z [----] followers, [----] engagements


"I think this ends up the kind of market where a best-in-class drug or better-in-class 3rd or 4th drug 5-10 years later makes a killing a la Lipitor. $BIIB $PRTA"  
[X Link](https://x.com/STL_Biotech/status/1757831210527514900)  2024-02-14T18:16Z [----] followers, [---] engagements


"Funds were scooping the $SNDX offering or buying last year's dip. Atleast [--] new funds and [--] more adding to existing positions. Everyone wanted a piece of $ARVN stock up 100% since PIPE. $AMLX dumped a bit ahead of TUDCA & PHOENIX"  
[X Link](https://x.com/STL_Biotech/status/1758321113094852694)  2024-02-16T02:43Z [----] followers, [----] engagements


"$SRPT lots of flows as always. $ARGX This was probably being bought a lot in the 400s-500+ Sub [---] today. Started by Deeptrack ECOR1 Logos. Added by Avoro Boxer Orbimed RTW in q4"  
[X Link](https://x.com/STL_Biotech/status/1758321115527598361)  2024-02-16T02:43Z [----] followers, [----] engagements


"Verona's novel(ish) MOA nebulizer for COPD. Subpar pivotal +70 FEV1 on top of mono Tx bronchodilator or no background Tx at all unclear place in Tx but can bill Part B. Huge population. Patent out to Mid '30s. EV 1.1B"  
[X Link](https://x.com/STL_Biotech/status/1758549227129516252)  2024-02-16T17:49Z [----] followers, [---] engagements


"@monaco_biotech I'm long Phathom. Don't hate Verona but don't love it over a billion"  
[X Link](https://x.com/STL_Biotech/status/1758556888046658008)  2024-02-16T18:20Z [----] followers, [---] engagements


"Warming up to the idea of targeting myostatin in obesity/attenuating GLP-1 associated muscle-loss Myostatin drugs have consistently increased lean muscle mass( in the 3-8% range) and also decrease fat"  
[X Link](https://x.com/STL_Biotech/status/1759357376614805909)  2024-02-18T23:21Z [----] followers, [----] engagements


"These drugs failed in the past bc they looked at physical endpts like 6min walk tests or other functional outcomes. Or survival in cancer patients. And/or bc they were studied in dystrophies where any effect was attenuated by deficits in other components of the neuromotor system"  
[X Link](https://x.com/STL_Biotech/status/1759357377902428349)  2024-02-18T23:21Z [----] followers, [---] engagements


"But for this indication. function need not really improve. POS can also likely be increased with newer drugs by not affecting BMP signaling"  
[X Link](https://x.com/STL_Biotech/status/1759357379726954820)  2024-02-18T23:21Z [----] followers, [---] engagements


"If FDA will accept registrationals with soft ball endpoints around body composition like those in Versanis/Lilly's ph2 BELIEVE trial with bimagrumab its hard to not see this as playing drug developement on easy mode. $BHVN $LLY $KROS"  
[X Link](https://x.com/STL_Biotech/status/1759357381631238577)  2024-02-18T23:21Z [----] followers, [---] engagements


"@Bakery_bros Nectin-4. Yeah EV has the 1st line now but plenty of tox. At the very least a niche for those who cannot tolerate"  
[X Link](https://x.com/STL_Biotech/status/1766555513339162632)  2024-03-09T20:03Z [----] followers, [---] engagements


"@Bakery_bros For CD19 wtf it just needs to stop. Think TF is a lousy target. Any opinion on AXL"  
[X Link](https://x.com/STL_Biotech/status/1766556037807542712)  2024-03-09T20:05Z [----] followers, [---] engagements


"These are the same arguments for Phathom. Despite existing in Japan I'd call it novel-ish. Bear argument [--]. Drug will get prior-authed to hell and back. Probably. But given size of population and how easy it is to fail a couple PPIs I really dont think this is insurmountable"  
[X Link](https://x.com/STL_Biotech/status/1772680974725153001)  2024-03-26T17:44Z [----] followers, [--] engagements


"3. Balance sheet. 381m Cash Dec '23. Debt is substantial Hercules loan w/ covenants (cash balance requirement trailing [--] month net product revenue requirements). Maybe not a Clovis $CLVS situation but not good"  
[X Link](https://x.com/STL_Biotech/status/1772680976889479520)  2024-03-26T17:44Z [----] followers, [---] engagements


"$JNJ for $SWAV Would be a 10X from IPO in '19 at minimim. https://www.wsj.com/health/healthcare/johnson-johnson-considers-deal-for-shockwave-medical-6fc59127 [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX https://www.wsj.com/health/healthcare/johnson-johnson-considers-deal-for-shockwave-medical-6fc59127 [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX"  
[X Link](https://x.com/STL_Biotech/status/1772695031062696135)  2024-03-26T18:40Z [----] followers, [----] engagements


"@AppleHelix I remember going through all the functions of both incretins and thinking agonism made much more sense unless its just ameliorating an ADR. Know if these cos have any single vs dual incretin H2H in-human data"  
[X Link](https://x.com/STL_Biotech/status/1773342988514558253)  2024-03-28T13:34Z [----] followers, [---] engagements


"@AppleHelix Wonder if perhaps targeting GIP either way is a near-placebo (for wt loss) on its own and pushing both dose and duration on the GLP1 pharmacologic stomach stapling is really the entire effect"  
[X Link](https://x.com/STL_Biotech/status/1773343276570984671)  2024-03-28T13:35Z [----] followers, [---] engagements


"@saltadogato Reasonable pivot I guess given their 'on every corner' foot print. Overall besides their inability to execute going vertical like $CVS I think $WBA is a great case study in what happens to your business when you treat your employees patients and customers all like shit"  
[X Link](https://x.com/STL_Biotech/status/1774087858904539518)  2024-03-30T14:54Z [----] followers, [---] engagements


"$SPRY case study in short term thinking and investor psychology Intranasal Epi (Neffy) CRL'd near the bottom of the $XBI in Sept '23. Stock plunged 50%"  
[X Link](https://x.com/STL_Biotech/status/1774457242974036051)  2024-03-31T15:22Z [----] followers, [----] engagements


"FDA's hurdle for resubmission was a simple repeat dosing under nasal allergen challenge and a nitrosamine assessment. It's all completed. They resubmit this Q. Stock is now HIGHER than it was prior to the original PDUFA. and its been on a steady [--] month ramp since"  
[X Link](https://x.com/STL_Biotech/status/1774457245150875919)  2024-03-31T15:22Z [----] followers, [---] engagements


"$SWAV [--] year and a [---] bucks per share ago. Abiomed's Impella also arrived maybe [--] years prior to acquisition. Now I just need to see the $SILK SilkRoad team in the hallway. Always a good sign when I see med-tech show up at my small to mid size community hospital in the midwest as we are not exactly the bleeding edge. $SWAV here for cath lab and for IVR Always a good sign when I see med-tech show up at my small to mid size community hospital in the midwest as we are not exactly the bleeding edge. $SWAV here for cath lab and for IVR"  
[X Link](https://x.com/STL_Biotech/status/1776230657728897162)  2024-04-05T12:49Z [----] followers, [----] engagements


"$VRTX for $ALPN $65/sh Second acquisition this month for me. Plus solid data from $RVMD this week. [----] shaping up to be a banner year [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX"  
[X Link](https://x.com/anyuser/status/1778161769455751198)  2024-04-10T20:42Z [----] followers, [----] engagements


"@drsprs Almost identical experience for me had early interest in the IPO bc tech was intriguing. Seeing them show up at work confirmed thesis. I asked you about $SILK last year I believe you said they had a niche but costs were too high. Any updated thoughts on if they meet or"  
[X Link](https://x.com/STL_Biotech/status/1778524219279839503)  2024-04-11T20:43Z [----] followers, [---] engagements


"Spent last weekend with my dad flipping through his continuously updated ValueLine binder. Every week from the late '80s to the mid 2010s he would drive to the library pay 10c to photocopy companies that he liked and phone his broker"  
[X Link](https://x.com/STL_Biotech/status/1779170356785299914)  2024-04-13T15:30Z [----] followers, [----] engagements


"The strategy: Buy stocks that go up smoothly from the left bottom corner to top right. ( 10yr log chart) Thats it the entire strategy. And he did incredibly well. On an engineer salary sent my sibling and I to college for free early retirement for him & my mom etc"  
[X Link](https://x.com/STL_Biotech/status/1779170358941151485)  2024-04-13T15:30Z [----] followers, [---] engagements


"@jfais20 @pashtoonkasi I follow Dr Kasi as well and have read some of his papers on BOT/BAL. Would love to know if there's really something there as the future IO niche for colder tumors/MSS CRC. Feels like an idea atleast worth doing some work on among a sea of other ideas worth some work lol"  
[X Link](https://x.com/STL_Biotech/status/1779201957187518549)  2024-04-13T17:36Z [----] followers, [---] engagements


"Been watching MDS/AML seminars mostly from [----] it's interesting to see just how excited academic docs were about magrolimab esp in tp53. Biggest issue across board for them was the anemia. RBC destruction had to atleast contribute to the safety imbalance"  
[X Link](https://x.com/STL_Biotech/status/1779900671602409685)  2024-04-15T15:52Z [----] followers, [---] engagements


"Worth noting $PFE/ $TRIL 's maplirpacept/tti-622 (engineered to avoid this issue) trials are still underway although mostly in lymphoma prob safer here. Now that dust has some what settled best way to put it is $GILD really did pay over twice as much for the inferior drug"  
[X Link](https://x.com/STL_Biotech/status/1779900672676176116)  2024-04-15T15:52Z [----] followers, [---] engagements


"$PRTA and $RHHBY really posthoc-ed PASEDENA to hell and back. PADOVA est primary completion Sept '24 https://classic.clinicaltrials.gov/ct2/show/NCT04777331 Exploratory analysis of the 1-year clinical trial PASADENA in individuals with early-stage #ParkinsonsDisease suggests that prasinezumab might reduce motor signs progression to a greater extent in those with more rapidly progressing disease. #PD @AzadBonni https://t.co/nNMPeXrhKO https://classic.clinicaltrials.gov/ct2/show/NCT04777331 Exploratory analysis of the 1-year clinical trial PASADENA in individuals with early-stage"  
[X Link](https://x.com/STL_Biotech/status/1780022823592907220)  2024-04-15T23:58Z [----] followers, [----] engagements


"@Biohazard3737 Does the Bayer deal really impair the odds of buyout by that much Pharmacyclics sold half of Imbruvica to JNJ still got taken out by ABBV. Probably several examples of companies selling ex-US rights and still getting a US take out"  
[X Link](https://x.com/STL_Biotech/status/1780779046625841514)  2024-04-18T02:03Z [----] followers, [----] engagements


"@princetongb $AZN in the early/mid 2010s"  
[X Link](https://x.com/STL_Biotech/status/1780940087364042989)  2024-04-18T12:42Z [----] followers, [----] engagements


"@Mike_Taylor1972 @princetongb The balance sheet destruction after a massive COVID windfall is really something to behold"  
[X Link](https://x.com/STL_Biotech/status/1780945701867831447)  2024-04-18T13:05Z [----] followers, [---] engagements


"These stories about elected officials trading on privileged information is a great reminder how hard it is to predict markets. $GILD and $PFE incinerated their covid cash and the stocks are lower post-covid $META got killed on earnings the day after the tik tok ban lmao"  
[X Link](https://x.com/STL_Biotech/status/1784303965720416385)  2024-04-27T19:29Z [----] followers, [----] engagements


"@drpetetobin @sharkbiotech @adar170 @AppleHelix Was just having same conversation with @avidresearch and @PharmDFoose this week All these companies tripping over themselves to post higher monthly weight loss #s. Reasonable to titrate up and push dose to drop weight rapidly when you initiate Tx. That first 20-30 lbs will"  
[X Link](https://x.com/STL_Biotech/status/1786462110467141731)  2024-05-03T18:25Z [----] followers, [---] engagements


"@drpetetobin @sharkbiotech @adar170 @AppleHelix @avidresearch @PharmDFoose If you can get really obese people eating even down to [----] kcal or less for a few weeks to months probably no harm done but can't do it forever need to shift to a lower gear after a while. I guess trials havent had 'maintenance phase' bc competition is so fierce"  
[X Link](https://x.com/STL_Biotech/status/1786463615232381231)  2024-05-03T18:31Z [----] followers, [---] engagements


"Look TCE's are now validated in solid. Atleast two SMID cap companies mignt have real drugs. Yes I'm bummed I missed these moves. But goddamn I'm also ecstatic that we are back to a "+100% on AH n=6 press releases" market. $JANX $CTMX"  
[X Link](https://x.com/anyuser/status/1788309580130177390)  2024-05-08T20:46Z [----] followers, [----] engagements


""There's always a bull market somewhere" may be more true for biotech than any other sector. Given landscape always changing and innovation never stops there are new winners minted every Q even in a 'bad tape'. Smart folks like @Banana_Oncology @avidresearch will catch it"  
[X Link](https://x.com/STL_Biotech/status/1788314464544031209)  2024-05-08T21:06Z [----] followers, [---] engagements


"$GH +10% double beat and a raise treatment selection biz cash flow positive Total tests processed however were actually down sequentially. (tests to clinical customers grew by [---] from 46.4k to 46.9k tests to biopharma customers down over [----] q/q from 9.5k to 8.5k in)"  
[X Link](https://x.com/STL_Biotech/status/1788687996058775784)  2024-05-09T21:50Z [----] followers, [----] engagements


"@drsprs Doc is there a public play to capture all the people losing 50+ lbs on GLP-1 and now want to spend on contouring/panniculectomy Or will the business be dispersed among thousands of private clinics and to lg cap medtech. AirSculpt is a sponsored search result. $AIRS"  
[X Link](https://x.com/STL_Biotech/status/1788706356981072267)  2024-05-09T23:03Z [----] followers, [---] engagements


"@nolastevedore @StealthQE4 No joke. Israel has right of defense hamas is a terrorist org. I get it. But. the UN UNRWAWHO the AP Reuters Human Rights Watch MSF and the freakin' Hague aren't ALL lying. I mean C'mon. And the 100s of dead and dying kids I've seen aren't fakes. Ok to be outraged"  
[X Link](https://x.com/STL_Biotech/status/1789366920849895826)  2024-05-11T18:48Z [----] followers, [---] engagements


"@adar170 Guess this is why you don't buy pretty PowerPoint decks full of preclin molecules for 1B or invest based on founder's previous success"  
[X Link](https://x.com/STL_Biotech/status/1791448765536047362)  2024-05-17T12:40Z [----] followers, [---] engagements


"I think $AXSM 's drugs are all hot garbage. Repurposed generics not studied with appropriate comparator generic combinations not worth their price old subpar drugs. I loathe the company. But I do see a decent amount of Auvelity Rxs. Mostly from psych NPs buying the"  
[X Link](https://x.com/anyuser/status/1791496095853408621)  2024-05-17T15:48Z [----] followers, [----] engagements


"marketing material hooklinesinker. I've even seen a couple people on Sunosi (or trying to get PA done for it). Flexibility is a virture right Sales doing decently balance sheet ok fund ownership. There is probably a price at which I'd both hate it and own it"  
[X Link](https://x.com/STL_Biotech/status/1791496096826470524)  2024-05-17T15:48Z [----] followers, [----] engagements


"$SNDX $KURA I really like the menin inhibitor set up. Large and easily identifiable genetic subset. Decent MonoTx activity relatively low tox (not myelosuppressive) They are 'on-trend' for what is going on in AML: Triplets and Oral"  
[X Link](https://x.com/anyuser/status/1791859885149147179)  2024-05-18T15:54Z [----] followers, [----] engagements


"Perhaps what makes them most attractive as an investment is that if you take a look at NCCN there is a lot of blank space after/between 7+3 or Aza/Ven (esp if no FLT3/IDH1 mut). Reminds me quite a bit of the landscape in PROC when I was looking at $IMGN 's Mirvetuximab 3y ago"  
[X Link](https://x.com/STL_Biotech/status/1791859886151586091)  2024-05-18T15:54Z [----] followers, [---] engagements


"LOL Hims and Hers 503B-ing semaglutide. $199/month. Cash no insurance no BS to your door. This can't last long $NVO / $LLY have to be livid. Going to do some reading on mechanics/criteria for FDA shortage list. $HIMS + 15% https://investors.hims.com/news/news-details/2024/Hims--Hers-Announces-Access-to-GLP-1-Injections-Passing-Cost-Savings-Onto-Customers/default.aspx https://investors.hims.com/news/news-details/2024/Hims--Hers-Announces-Access-to-GLP-1-Injections-Passing-Cost-Savings-Onto-Customers/default.aspx"  
[X Link](https://x.com/anyuser/status/1792551530744160424)  2024-05-20T13:42Z [----] followers, 15.5K engagements


"$BCAB Quite the fall from grace for Bioatla since IPO. Back to EV of [--]. With limited time and $ for something to work I think SMID caps need to either put lionshare of their focus into ONE program that has legs and will have a clear niche/market (think $IMGN) -or-"  
[X Link](https://x.com/STL_Biotech/status/1794423567150428534)  2024-05-25T17:41Z [----] followers, [----] engagements


"@Leo09416981 @Biohazard3737 I think both see a patient every week doing med histories in the ER who has it on their list but not filled recently. They say stuff like "Take that off my list it was terrible" "oh god no it made me so sick" Issue is typically not counseling on meal size/frequency IMO"  
[X Link](https://x.com/STL_Biotech/status/1795481402823368910)  2024-05-28T15:44Z [----] followers, [---] engagements


"$PHAT first Voquezna commercial surfacing. Chill blue super hero guy and big bold stats. https://www.youtube.com/watchv=aJLStCR2qxs https://www.youtube.com/watchv=aJLStCR2qxs"  
[X Link](https://x.com/STL_Biotech/status/1798166124820848712)  2024-06-05T01:33Z [----] followers, [----] engagements


"Really Phathom a morning OJ scene without turning to a bubbly acid cauldron "Voquezna can kick some acid" is a winner but not as good as anguished faces with "healing is such a great feeling" or "TODAY'S PURPLE PILL" https://www.youtube.com/watchv=8jFpV9XTEcA https://www.youtube.com/watchv=8jFpV9XTEcA"  
[X Link](https://x.com/STL_Biotech/status/1798166127161327803)  2024-06-05T01:33Z [----] followers, [--] engagements


"Also can we get a little more creative with the imagery. hot dog stand How about a freakin' geyser. https://www.youtube.com/watchv=FPrTr_RDFD0 https://www.youtube.com/watchv=FPrTr_RDFD0"  
[X Link](https://x.com/STL_Biotech/status/1798166129602400441)  2024-06-05T01:33Z [----] followers, [---] engagements


"Alexa what is "due diligence" Really random but the old Receptos CFO had a resting heart rate in the low 50s. It was a screaming long once I learned that Really random but the old Receptos CFO had a resting heart rate in the low 50s. It was a screaming long once I learned that"  
[X Link](https://x.com/STL_Biotech/status/1798903481056858526)  2024-06-07T02:23Z [----] followers, [----] engagements


"@Andre_AGTC Redeploying cash after buyout has led to some of my most destructive trades. More an issue of feeling the need to quickly redeploy than a 'hot hand' fallacy for me. Mistake in the past are two baskets: [--]. starting a couple positions from the WL that are"  
[X Link](https://x.com/STL_Biotech/status/1799477007379845476)  2024-06-08T16:22Z [----] followers, [---] engagements


"@BluthCapital Due for update 500mm in FCF on 6.5B MC div up to 5%. Agree re: reaching limits of their pricing power a la $DIS. "EPIC resorts" brand equity has been better but the mountains + towns Breck BC Vail Park City etc still strong brands. New Euro resort added balance sheet ok"  
[X Link](https://x.com/STL_Biotech/status/1799868854870647212)  2024-06-09T18:19Z [----] followers, [---] engagements


"$LLY $PRTA Jumping into the FDA AdComm for $LLY's donanemab. Panelists are now asking clarifying questions after the FDA's presentation. The open public hearing is next. Jumping into the FDA AdComm for $LLY's donanemab. Panelists are now asking clarifying questions after the FDA's presentation. The open public hearing is next"  
[X Link](https://x.com/STL_Biotech/status/1800258958109679625)  2024-06-10T20:09Z [----] followers, [----] engagements


"$SNDX $KURA $JNJ CONGRESS #EHA2024 Joshua Zeidner @LeukDocJZ @UNC_Lineberger presents interim results from a phase Ib dose-escalation trial of the triplet of revumenib plus Ven-Aza in older patients with ND KMT2Ar/NPM1m AML a substudy within the Beat AML Master Trial. Revumenib-Ven-Aza https://t.co/O5pyKXsLRZ CONGRESS #EHA2024 Joshua Zeidner @LeukDocJZ @UNC_Lineberger presents interim results from a phase Ib dose-escalation trial of the triplet of revumenib plus Ven-Aza in older patients with ND KMT2Ar/NPM1m AML a substudy within the Beat AML Master Trial. Revumenib-Ven-Aza"  
[X Link](https://x.com/STL_Biotech/status/1801628107813556597)  2024-06-14T14:49Z [----] followers, [----] engagements


"@drug_smolecules @jq1234t @BertrandBio You dont think [---] kDa vs [---] kDa (for EV) makes a difference We know only 2% of typical ADC reaches target. Would hope a 33x reduction in size matters. They've certainly based all the dosing on it. About 10x difference in dosing. (Although would still be 3x the"  
[X Link](https://x.com/STL_Biotech/status/1801781619763581280)  2024-06-15T00:59Z [----] followers, [---] engagements


"@drug_smolecules @jq1234t @BertrandBio You might be right. The serum unconjugated MMAE AUC being higher for BTCs definitely isn't reassuring. Would like to know total MMAE dose compared to ADC. Probably similar"  
[X Link](https://x.com/STL_Biotech/status/1801783199858647332)  2024-06-15T01:06Z [----] followers, [---] engagements


"$BSX for $SILK 27.5/Sh Third take out for '24 https://www.prnewswire.com/news-releases/boston-scientific-announces-agreement-to-acquire-silk-road-medical-inc-302175421.html [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX https://www.prnewswire.com/news-releases/boston-scientific-announces-agreement-to-acquire-silk-road-medical-inc-302175421.html [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX"  
[X Link](https://x.com/anyuser/status/1803061503068700978)  2024-06-18T13:45Z [----] followers, [----] engagements


"@UmarLeeIII Biden campaign would be well served by focusing on moderate normie americans who arent particularly interested in politics rather than appeasing far-left. Leftist obsession with gender ideaology DEI and willigness to entertain draconian policies in the name of climate"  
[X Link](https://x.com/STL_Biotech/status/1804686400584876503)  2024-06-23T01:22Z [----] followers, [--] engagements


"$LNTH Lantheus mid 50s on underwhelming $PNT data last december was perhaps easiest purchase I've made in the last year. $100/sh today I'll take some $LNTH here I'll take some $LNTH here"  
[X Link](https://x.com/STL_Biotech/status/1811046095184646541)  2024-07-10T14:33Z [----] followers, [----] engagements


"Have a small position in $PHAT but yikes being among this list of hot garbage is not a good feeling. Market certainly saying patent life insurance covg and debt are insurmountable challenges. This quarter's most shorted* smid-cap biopharma stocks. Top 5: $BMEA 60% $ZNTL 53% $PHAT 43% $NVAX 39% $ALLO 33% Is there a short squeeze on the horizon for any of these Check out image & comment for access to our free smid-cap short report 👇 *based on percent of float as https://t.co/zizkb3uj5Q This quarter's most shorted* smid-cap biopharma stocks. Top 5: $BMEA 60% $ZNTL 53% $PHAT 43% $NVAX 39% $ALLO"  
[X Link](https://x.com/STL_Biotech/status/1811438401280692451)  2024-07-11T16:32Z [----] followers, [----] engagements


"@TheRealupnDown Haven't looked at them in probably [--] years. Suprised to see the pfizer news in hemophilia glad they are having some success but overall between their mostly unsuccessful track record and imo better cleaner stories elsewhere I'm not inclined to be interested"  
[X Link](https://x.com/STL_Biotech/status/1817232574839730331)  2024-07-27T16:16Z [----] followers, [--] engagements


"@EpochSwing @Biohazard3737 @adar170 @msp12389 That's good for the parents but also for $SPRY who likely moves more product"  
[X Link](https://x.com/STL_Biotech/status/1822076765520429495)  2024-08-10T01:05Z [----] followers, [---] engagements


"@Biohazard3737 @EpochSwing @adar170 @msp12389 Definitely. Even in hospital probably only one out of ten 'anaphylaxis' events are real. Only giving epi If BP and/or O2 sats tanking. But in kids [--] min of tachycardia probably not end of the world and overTx benefits ARS. Would be in this @ few hundred mil. Can't justify 1b"  
[X Link](https://x.com/STL_Biotech/status/1822079809981493470)  2024-08-10T01:17Z [----] followers, [---] engagements


"@Biohazard3737 The idea of $PHAT being a branded OTC down the road theoretically increases terminal value. Ppl still buy branded Tylenol Pepcid Prilosec etc. But they'd have to stay afloat long enough and build brand to even get there. Debt situation not good"  
[X Link](https://x.com/STL_Biotech/status/1822639564390883769)  2024-08-11T14:21Z [----] followers, [----] engagements


"@Biohazard3737 Plus who would they even sell to BP has completely divested consumer health across the board Gsk/pfe Haleon Jnj Kenvue Merck PG And what essentially amounts to CPG companies would never buy a small commercial pharma"  
[X Link](https://x.com/STL_Biotech/status/1822639877319541083)  2024-08-11T14:23Z [----] followers, [---] engagements


"@sharkbiotech @Biohazard3737 Agree. I know people with Barretts also on 3rd+ PPI. Like the drug balance sheet really my only huge worry"  
[X Link](https://x.com/STL_Biotech/status/1822641517527289979)  2024-08-11T14:29Z [----] followers, [---] engagements


""Pharmaceutical deals are being downsized. J&J Merck and other big drugmakers are pursuing deal targets costing $5 billion or less partly because smaller acquisitions are just easier to do" - WSJ via @WSJ https://www.wsj.com/health/pharma/big-drugmakers-are-clinching-smaller-deals-0c039593st=tkjgzroh6tijhr0 https://www.wsj.com/health/pharma/big-drugmakers-are-clinching-smaller-deals-0c039593st=tkjgzroh6tijhr0"  
[X Link](https://x.com/STL_Biotech/status/1823326627473879426)  2024-08-13T11:51Z [----] followers, 12.9K engagements


"@RoccoLefkowitz2 😂 glad I'm not the only one"  
[X Link](https://x.com/STL_Biotech/status/1829163423650983950)  2024-08-29T14:25Z [----] followers, [--] engagements


"@Biohazard3737 ALNY priced like it has a VRTX decade in front of it. More likely ten years of dead money a la BMRN or IONS"  
[X Link](https://x.com/STL_Biotech/status/1829554936457155074)  2024-08-30T16:21Z [----] followers, [----] engagements


"@CCM_Brett Things people choose without even considering competition/monopolies: -Google (chromemail search YT) -Apple (phone pods watch) Fierce loyalty at scale despite offering a commodity: Southwest Airlines Toyota/Honda Spotify Enduring and untarnished: AMEX costco coke"  
[X Link](https://x.com/STL_Biotech/status/1831472350472368417)  2024-09-04T23:20Z [----] followers, [---] engagements


"@CCM_Brett Have-become-a-verb brands UBER AirBnB Venmo google Physical places as brand moats Disney (World/land) Vail resorts (breckendridge/vail/park city) Brands offering safety/trust: Tylenol Johnson&johnson Toyota/Honda. Hilton/Marriott"  
[X Link](https://x.com/STL_Biotech/status/1831472453018906770)  2024-09-04T23:20Z [----] followers, [--] engagements


"@bigpharmaguy Rash and PN both numerically higher than the EV ph3. Better padcev looking like worse padcev"  
[X Link](https://x.com/STL_Biotech/status/1835028980723781646)  2024-09-14T18:52Z [----] followers, [----] engagements


"I really like $LNTH bc even though NVS's OUTFRONT study received more attention/positive coverage than LLY/LNTH's SPLASH trial at ESMO it all expands the market and sells more Pylarify. And theres no cult in the stock barely gets any attention on here"  
[X Link](https://x.com/STL_Biotech/status/1836390764319735865)  2024-09-18T13:04Z [----] followers, [----] engagements


"I think base case is the Dr. S scenario. Good product less good business. Cc: @jfais20 thoughts https://x.com/drsprs/status/1777807434075299889t=0-Vrg-cVcQScMyQ8uenakA&s=19 IMO opinion in SMID med-tech the [--] keys are: [--]. Rapid broad adoption [--]. Strong top line sales while controlling expenses Most if not all med-techs increase sales 1:1 with expenses. No operating leverage or scale. Mostly due to manufacturing and sales expenses. $NARI for ex: https://t.co/Be955TVuyw https://x.com/drsprs/status/1777807434075299889t=0-Vrg-cVcQScMyQ8uenakA&s=19 IMO opinion in SMID med-tech the [--] keys are: 1."  
[X Link](https://x.com/STL_Biotech/status/1839358550503764209)  2024-09-26T17:37Z [----] followers, [----] engagements


"Disturbing trend. Hope it ends the same as walgreens buying primary care offices. $MCK $CAH $COR $WBA https://www.wsj.com/health/pharma/why-drug-distributors-are-buying-cancer-specialists-0ad12c83st=yU3qxs&reflink=mobilewebshare_permalink https://www.wsj.com/health/pharma/why-drug-distributors-are-buying-cancer-specialists-0ad12c83st=yU3qxs&reflink=mobilewebshare_permalink"  
[X Link](https://x.com/STL_Biotech/status/1840469474178437301)  2024-09-29T19:11Z [----] followers, [----] engagements


"$REGN CSO on GLP-1 risks and targeting myostatin H/t @Leo09416981 https://www.ft.com/content/094cbf1f-c5a8-4bb3-a43c-988bd8e2dea9utm_campaign=feed&utm_medium=referral&utm_source=later-linkinbio https://www.ft.com/content/094cbf1f-c5a8-4bb3-a43c-988bd8e2dea9utm_campaign=feed&utm_medium=referral&utm_source=later-linkinbio"  
[X Link](https://x.com/STL_Biotech/status/1843014864446599295)  2024-10-06T19:45Z [----] followers, [----] engagements


"@kidney_boy I think this perhaps gets over thought Regardless of if caused by insulin defeciency in T1 or relative insulin resistance in T2 DKA + SGLT2 is a a starvation state in which labs indicating starvation/acidosis are out of proportion with expected glucose level d/t SGLT2"  
[X Link](https://x.com/STL_Biotech/status/1844727431204131149)  2024-10-11T13:11Z [----] followers, [---] engagements


"Still long $HIMS in size but making a habit of selling shares into strength low-mid 20s. So much uncertainty. [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX [----] current portfolio: $ALPN $ARVN $BCYC $ELEV $GH $HIMS $KROS $LNTH $NTRA $PFE $PHAT $PRTA $RIGL $ROIV $RVMD $SILK $SWAV $TYRA $VKTX Watchlist: $KURA $SNDX"  
[X Link](https://x.com/STL_Biotech/status/1846223317922943291)  2024-10-15T16:15Z [----] followers, [----] engagements


"$RVMD $TYRA High expectations for both. RVMD data in line if not improving TYRA perhaps more fgfr1/2 AEs than hoped for (imo). Hence the moves or lack thereof at triple"  
[X Link](https://x.com/STL_Biotech/status/1849818017091194975)  2024-10-25T14:19Z [----] followers, [----] engagements


"Selling some $VKTX $80"  
[X Link](https://x.com/STL_Biotech/status/1849833657000706508)  2024-10-25T15:21Z [----] followers, [----] engagements


"$KURA and $IDYA are not going to 10x. But they are also both at reasonable valuations and well off recent highs. AML and Uveal both have pretty straightforward guidelines and the development landscape/competition/benchmarks are also not hard to understand"  
[X Link](https://x.com/STL_Biotech/status/1853467279406567592)  2024-11-04T16:00Z [----] followers, [----] engagements


"$GH really solid quarter aside from continued spend. Tests to clinical customers up 7.5% sequentially"  
[X Link](https://x.com/STL_Biotech/status/1854288417653199165)  2024-11-06T22:23Z [----] followers, [----] engagements


"Earnings are not fun in diagnostics Just today: $EXAS -23% $GH +22% $LNTH -20%"  
[X Link](https://x.com/STL_Biotech/status/1854288964561018896)  2024-11-06T22:25Z [----] followers, [----] engagements


"$PHAT Voquezna products Q3 Rev $16.4m. Up from $7.3m Burn of $85m 334m in cash"  
[X Link](https://x.com/STL_Biotech/status/1854630657009623289)  2024-11-07T21:03Z [----] followers, [----] engagements


"@DueDoctor Agree broadly with your GLP1 take and have been lightening position recently. One thing not to underestimate tho: just how miserable of an experience american healthcare is. To get started new on any of the meds they offer whether it be an OCPSSRI weight loss you have to:"  
[X Link](https://x.com/STL_Biotech/status/1855996897749512344)  2024-11-11T15:31Z [----] followers, [---] engagements


"@DueDoctor So I'm happy to sell some shares at 6B but the platform is good. Ppl would rather pay a little more and have less hassle in an app w/o insurance. Theyve got reach and momentum and sales have grown like a weed even before offering glp1. Which they still could make work"  
[X Link](https://x.com/STL_Biotech/status/1855997393885421585)  2024-11-11T15:33Z [----] followers, [---] engagements


"@bigpharmaguy @Sanctuary_Bio @CrocsAnalyst @fakepharmabro Sucks for shareholders management gets to stick around and get a paycheck. Don't think someone is buying the other half like PFE and Sumitomo split up MYOV but I'll just hope for a while"  
[X Link](https://x.com/STL_Biotech/status/1859376388492468558)  2024-11-20T23:20Z [----] followers, [---] engagements


"@TTRAmyloid This is like MRTX. It's obviously a screaming long at some point but how low will it go"  
[X Link](https://x.com/STL_Biotech/status/1859701338046857701)  2024-11-21T20:52Z [----] followers, [---] engagements


"@TTRAmyloid Dogshit that BP was trying to buy for 10B and would have if not for CEO bravado. Similar in that way"  
[X Link](https://x.com/STL_Biotech/status/1859703359047074197)  2024-11-21T21:00Z [----] followers, [---] engagements


"Good day to be pushing bootleg ozempy"  
[X Link](https://x.com/STL_Biotech/status/1861098355205546303)  2024-11-25T17:23Z [----] followers, [---] engagements


"Not a radiopharm expert but nice to see Lantheus using the Trump appointment freak outs to buy back stock at 13x earnings last week $LNTH https://investor.lantheus.com/news-releases/news-release-details/lantheus-announces-share-repurchase-program https://investor.lantheus.com/news-releases/news-release-details/lantheus-announces-share-repurchase-program"  
[X Link](https://x.com/STL_Biotech/status/1861104880447881226)  2024-11-25T17:49Z [----] followers, [----] engagements


"$RIGL Look I know this thing has been a total shitco but heads up Rigel has [--] presentations next month at ASH including MDS data for the IRAK1/4. Could get a bump. Cash flow + last Q 3x EV/sales the asset they licensed to LLY is in a global ph2 for RA"  
[X Link](https://x.com/STL_Biotech/status/1861141546701033966)  2024-11-25T20:14Z [----] followers, [----] engagements


"@CloisterRes What if it was all about the GLP1 dosing we pushed up along the way"  
[X Link](https://x.com/STL_Biotech/status/1861394665972367595)  2024-11-26T13:00Z [----] followers, [---] engagements


"Wonder if there's data for pushing the rate of weight loss faster and faster Not sure if ya'all still go in to a workplace everyday but working w/ hundreds of people there is so. much. ozempic face. Doesn't healthy. Is fastest best Or just what wall st wants"  
[X Link](https://x.com/STL_Biotech/status/1861396287989416240)  2024-11-26T13:07Z [----] followers, [----] engagements


"Thoughts on this viral chart. Lg cap pharma is a really challenging long term biz. Look at $ABBV these guys near flawless lifecycle management of Humira AND are on pace fill the gap with Skyrizi and Rinvoq in same TA. Yet. They'll have to do it all again in [----]. https://t.co/uqB6elGRlB https://t.co/uqB6elGRlB"  
[X Link](https://x.com/STL_Biotech/status/1862536380632408315)  2024-11-29T16:37Z [----] followers, [----] engagements


"$PHAT spoke to my first Voquezna patient. Been on Tx for [--] mos. "It's bad ass better than all the rest" Good drug bad IP situation. Maybe he/she can write Phathom's citizen's petition 🤣"  
[X Link](https://x.com/STL_Biotech/status/1862538868706201783)  2024-11-29T16:47Z [----] followers, [----] engagements


"@MaxJacobsCFA Relavent bc hatred towards the greed/rent seeking behavior of large health insurers and BPMs is not un-likely to be part of the motive. Plus not everyday there's such little sympathy in popular discourse for a murder victim which is in and of itself newsworthy imo"  
[X Link](https://x.com/STL_Biotech/status/1864435501450584425)  2024-12-04T22:23Z [----] followers, [---] engagements


"The business community's sense of suprise by the public's response to the United CEOs's killing is interesting to me. For millions of Americans health insurance is not a business it is . It has affected their physical mental and financial well being"  
[X Link](https://x.com/STL_Biotech/status/1864891779104813562)  2024-12-06T04:37Z [----] followers, [----] engagements


"While the frustration is often misplaced our system has no transparency. There are different prices for different people. Insurance tends to dictate every part of our care"  
[X Link](https://x.com/STL_Biotech/status/1864891785341792670)  2024-12-06T04:37Z [----] followers, [---] engagements


"The murder was heinous and cruel. The public's response is gross. Pitiless. It's also emblematic an alarming symptom of a broken system. It takes A LOT for Americans to react so mercilessly. It takes experience with the system that I doubt many executives have ever had"  
[X Link](https://x.com/STL_Biotech/status/1864891786990137503)  2024-12-06T04:37Z [----] followers, [---] engagements


"$KURA #ASH24 Dr. Zeidan @Dr_AmerZeidan presented KOMET-07 data with high response rate 100% and 80% with triplet combos in NPM1m and KMT2Ar #leusm #menin_inhibitor https://t.co/OqUDAJSgzn #ASH24 Dr. Zeidan @Dr_AmerZeidan presented KOMET-07 data with high response rate 100% and 80% with triplet combos in NPM1m and KMT2Ar #leusm #menin_inhibitor https://t.co/OqUDAJSgzn"  
[X Link](https://x.com/STL_Biotech/status/1865532215817392582)  2024-12-07T23:01Z [----] followers, 11.4K engagements


"So they really are gonna Sarepta this $QURE $QURE uniQure Announces Alignment with FDA on Key Elements of Accelerated Approval Pathway for AMT-130 in Huntingtons Disease Data from ongoing Phase I/II studies compared to a natural history may serve as the primary basis for BLA for AA https://t.co/8lMzrXY6rJ $QURE uniQure Announces Alignment with FDA on Key Elements of Accelerated Approval Pathway for AMT-130 in Huntingtons Disease Data from ongoing Phase I/II studies compared to a natural history may serve as the primary basis for BLA for AA https://t.co/8lMzrXY6rJ"  
[X Link](https://x.com/STL_Biotech/status/1866461071642689772)  2024-12-10T12:32Z [----] followers, [----] engagements


"Anyway. Here's long Kura Sushi short Kura oncology. Sushi +30% Oncology -30%"  
[X Link](https://x.com/STL_Biotech/status/1867237161512370289)  2024-12-12T15:56Z [----] followers, [----] engagements


"@MSollender We are still grieving Michelle"  
[X Link](https://x.com/STL_Biotech/status/1867239107316814254)  2024-12-12T16:04Z [----] followers, [---] engagements


"@A_May_MD Combo IO response rate slightly below bench and most unconfirmed albeit small n. No color on safety. Seeing responses in breast and lung but only in enriched pop. Who tf knows could be down 25% could be flat or up"  
[X Link](https://x.com/STL_Biotech/status/1867390515622424849)  2024-12-13T02:06Z [----] followers, [---] engagements


"@AppleHelix Insurance PBMs everyone wants a cut. Something for nothing. Like whose line the numbers are made up the points dont matter. No transparency. Pharmacies truly will not even TELL you it'd be cheaper than your co-pay to just pay cash Different people get different prices"  
[X Link](https://x.com/STL_Biotech/status/1869946277925937361)  2024-12-20T03:21Z [----] followers, [---] engagements


"@AppleHelix I know a suprising amount of young people who make decent money and have stopped paying for health insurance. "I pay all this money and then when i need something I still pay a bunch of money" It's stupid. folks will also just order their own labs or drugs from mexico"  
[X Link](https://x.com/STL_Biotech/status/1869946735532871754)  2024-12-20T03:23Z [----] followers, [---] engagements


"@Biohazard3737 So many gems in here like encouraging young men to meet your wife while pretending you already made it rather than on honest terms and struggling a bit together. I'm sure she'll be ride or die after finding out you had to finance your f**king watch"  
[X Link](https://x.com/STL_Biotech/status/1873127729757077766)  2024-12-28T22:03Z [----] followers, [---] engagements


"@drug_smolecules (2/2) Still probably room to win for one or two-off drugs truly novel ideas if co way ahead on the science your M4s and Cardiac Myosins The Morphics of the world etc"  
[X Link](https://x.com/STL_Biotech/status/1873149862633738433)  2024-12-28T23:31Z [----] followers, [---] engagements


"@drug_smolecules I guess other barrier to Chinese competition is US companies that have already conducted expensive and or long ph3s in the states. BBIO for example"  
[X Link](https://x.com/STL_Biotech/status/1873150660340007084)  2024-12-28T23:34Z [----] followers, [---] engagements


"@KlendathuCap Bc he's still learning Klendathu and she is too - she only knows her small section. Goddamnit dude just feel it dont try to understand it. Third best movie of all time after Godfather pt. II and Kanye's [--] minute music video for Runaway. If we have to fight about it I will"  
[X Link](https://x.com/STL_Biotech/status/1873903397172371911)  2024-12-31T01:25Z [----] followers, [---] engagements


"@JNap5C Why use EV Developing a large pipeline like this will require the cash EV is an acquirer metric but ph1/ph2 dev risk will be taken and paid for by IDYA. I think MC is only useful valuation for co like this unless they had debt"  
[X Link](https://x.com/STL_Biotech/status/1879171256374948067)  2025-01-14T14:18Z [----] followers, [---] engagements


"$RVMD Preliminary Safety Antitumor Activity and ctDNA Changes with Zoldonrasib (RMC-9805) an Oral RAS(ON) G12D-Selective Tri-Complex Inhibitor in Patients with #KRAS G12D PDAC from a Phase [--] in Advanced Solid Tumors $RVMD #GI25 #ASCOGI25 DCO same as prev. presented @ #ENA24 (2 https://t.co/TH6ILo9dkJ Preliminary Safety Antitumor Activity and ctDNA Changes with Zoldonrasib (RMC-9805) an Oral RAS(ON) G12D-Selective Tri-Complex Inhibitor in Patients with #KRAS G12D PDAC from a Phase [--] in Advanced Solid Tumors $RVMD #GI25 #ASCOGI25 DCO same as prev. presented @ #ENA24 (2 https://t.co/TH6ILo9dkJ"  
[X Link](https://x.com/STL_Biotech/status/1883212791655579925)  2025-01-25T17:58Z [----] followers, [----] engagements


"Wildest part No scary long list of side effects and dangers mandated by law for drug ads bc the ad isnt technically selling you a drug they're selling a service the drug is just implied. Not to mention they're blaming the very companies they stole the drug from. BOLD af"  
[X Link](https://x.com/STL_Biotech/status/1885022350594216148)  2025-01-30T17:48Z [----] followers, [---] engagements


"$GH back at [--]. Quite the run. They have beat earnings and are growing and positive news flow but more importantly unlike biopharma if you are tech-adjacent i guess we are risk-on"  
[X Link](https://x.com/STL_Biotech/status/1885023368467865770)  2025-01-30T17:52Z [----] followers, [----] engagements


"Sold most of my remaining $HIMS stake today at a 9.5B MC. $43s from mid $5s. Lol. God bless America"  
[X Link](https://x.com/STL_Biotech/status/1887197667769430072)  2025-02-05T17:52Z [----] followers, [----] engagements


"Guess $PFE didn't get the memo. Heard on the Street: After two years in the shadows health stocks are back as a haven for investors navigating economic uncertainty via @WSJ https://www.wsj.com/finance/stocks/drug-stocks-are-the-new-safe-bet-in-a-shaky-market-49d31d92st=LiZVJr https://www.wsj.com/finance/stocks/drug-stocks-are-the-new-safe-bet-in-a-shaky-market-49d31d92st=LiZVJr"  
[X Link](https://x.com/STL_Biotech/status/1895468071139299415)  2025-02-28T13:36Z [----] followers, [---] engagements


"$IDYA Ideya's sub $2B MC is about equivalent to the combined value of Kimmtrack maker $IMCR and Hepzato kit maker $DCTH. Similar/larger market size and high POS for IDYA's UM/MUM programs Would expect lower Tx price but also better margins and longer treatment"  
[X Link](https://x.com/STL_Biotech/status/1895471299528696028)  2025-02-28T13:49Z [----] followers, [----] engagements


"Many of these platform or large pipe companies have lacked FOCUS or tried to just plug-and-play their modality in to different diseases (Thinking IONS ARWR SGMO BCAB) they also tend to get valued on only the lead asset (e.g. BBIO)"  
[X Link](https://x.com/STL_Biotech/status/1895471302947098695)  2025-02-28T13:49Z [----] followers, [---] engagements


"I think $IDYA is finding clear indication niches they have a smart strategy for the lead wholly owned asset and many of the other targets are validated by BP competition or by partnerships. Also moving at a decent clip. Long"  
[X Link](https://x.com/STL_Biotech/status/1895471305601974551)  2025-02-28T13:49Z [----] followers, [---] engagements


"$FGEN also decided to keep throwing pamrevlumab at the wall and blow all their cash. Stock opened at $2.71 mid '23 following IPF fail it is [--] cents today. Gave holders a chance to lose another 85% while mgmt got paid for [--] more years. $PLRX $PLRX stopps BEACON-IPF but instead of just returning their cash pile to investors they go full throttle. New indications new dose-finding studies. They will never learn. Time that investors step up again. @adamfeuerstein its your turn again. Next zombie incoming. https://t.co/rnENfxq5pn $PLRX stopps BEACON-IPF but instead of just returning their cash"  
[X Link](https://x.com/STL_Biotech/status/1896595419624550791)  2025-03-03T16:15Z [----] followers, [----] engagements


"$XBI found the zombie cash burn https://www.wsj.com/us-news/law/inside-bostons-luxury-brothel-scandal-a2f5677emod=mhp https://www.wsj.com/us-news/law/inside-bostons-luxury-brothel-scandal-a2f5677emod=mhp"  
[X Link](https://x.com/STL_Biotech/status/1909587173247983993)  2025-04-08T12:40Z [----] followers, [---] engagements


"Lol econ [---] courtesy of Mr Beast Ironically because of all the new tariffs it is now way cheaper to make our chocolate bars we sell globally NOT in America because other countries dont have a 20%+ tariff on our cogs 😅 Ironically because of all the new tariffs it is now way cheaper to make our chocolate bars we sell globally NOT in America because other countries dont have a 20%+ tariff on our cogs 😅"  
[X Link](https://x.com/STL_Biotech/status/1909802186995122537)  2025-04-09T02:54Z [----] followers, [----] engagements


"Matt Gline and Avoro's Behzad Aghazadeh on a variety of topics https://www.biotechtv.com/post/behzad-aghazadeh-april-10-2025 https://www.biotechtv.com/post/behzad-aghazadeh-april-10-2025"  
[X Link](https://x.com/STL_Biotech/status/1910720294664253592)  2025-04-11T15:43Z [----] followers, [---] engagements


"The supplement world in America is absolutely nuts. Everything from total BS like raspberry ketones "adaptogens" anti aging serums and "molecular hydrogen" to designer benzos methylated androgens and tamoxifen droppers for body builders"  
[X Link](https://x.com/STL_Biotech/status/1915562812455211487)  2025-04-25T00:25Z [----] followers, [----] engagements


"Where does shit like this fall in Theres probably nothing active in there at all. Or there could be a trivial quantity of non-approved non-bioavailable API. Or - someone ends up selling an actual GLP1 agonist with a permeation enhancer where there is a will there is a way"  
[X Link](https://x.com/STL_Biotech/status/1915562817740300462)  2025-04-25T00:25Z [----] followers, [---] engagements


"@BluthCapital Can $UBER still win in autonomy as a demand aggregator Or is it's lunch being eaten"  
[X Link](https://x.com/STL_Biotech/status/1916114298981490981)  2025-04-26T12:57Z [----] followers, [---] engagements


"$RVMD $RVMD [----] in G12D NSCLC https://t.co/ZLBEXUYxtb $RVMD [----] in G12D NSCLC https://t.co/ZLBEXUYxtb"  
[X Link](https://x.com/STL_Biotech/status/1916539223961751645)  2025-04-27T17:05Z [----] followers, [----] engagements


"$TRML Death in pacibekitug arm interesting bc [--]. People don't really die *from* COVID anymore and [--]. We used to treat COVID with IL6 inhibition (toci). Is it nothing or was there another more serious infection and COVID got the blame"  
[X Link](https://x.com/STL_Biotech/status/1924853098582769869)  2025-05-20T15:41Z [----] followers, [---] engagements


"@avidresearch @jeromeleonard5 🤣 guarantee it"  
[X Link](https://x.com/STL_Biotech/status/1924857161940709685)  2025-05-20T15:58Z [----] followers, [---] engagements


"$TRML prob wuldnt hurt to have a cardiologist in the C-suites or on the BOD. Lot of buysiders/VCs in charge. And no Deepak chairing the SAB doesnt count"  
[X Link](https://x.com/STL_Biotech/status/1924857466698813487)  2025-05-20T15:59Z [----] followers, [---] engagements


"Best cardiology r/r at current price: $NAMS @ 2b large pop but another LDL lowering agent plus binary risk. $TRML @ 380m binary risk and will need funding/partner. $CYTK @ 3.7b path is clear no/less binary risk but Robert Blum. $BBIO @ 7.7b EV commercial competitive NAMS TRML BBIO CYTK NAMS TRML BBIO CYTK"  
[X Link](https://x.com/STL_Biotech/status/1924863680283320688)  2025-05-20T16:23Z [----] followers, [----] engagements


"Can $GH count as an ASCO winner Still range bound but really moving last few days. https://www.nejm.org/doi/full/10.1056/NEJMoa2502929 https://www.nejm.org/doi/full/10.1056/NEJMoa2502929"  
[X Link](https://x.com/STL_Biotech/status/1930641052915875950)  2025-06-05T15:01Z [----] followers, [---] engagements


"@avidresearch Agree. Back of napkin math says drug worth much more than current EV but the balance sheet gives me GERD"  
[X Link](https://x.com/STL_Biotech/status/1931414816620413016)  2025-06-07T18:15Z [----] followers, [---] engagements


"@jeromeleonard5 My kids ALSO get to live through a $8T war in the ME searching for WMDs and demanding regime change"  
[X Link](https://x.com/STL_Biotech/status/1935019346536853820)  2025-06-17T16:58Z [----] followers, [---] engagements

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